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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Coign Capital Advisors LLC (swap one in):+ Schmidt Financial Management $497.5M · Kirkland, WA+ The Milwealth Group, LLC $496.9M · Milwaukee, WI+ Oak Lane Advisors $446.3M · Centerville, UT+ Lefavi Wealth Management $445M · Salt Lake City, UT
Draper, UT
Salt Lake City, UT
Moorestown, NJ
Assets under management$472.9M$504M$449.3M
Asset growth, last 2 years+70%+31%+50%
Advisory staff694
Individual clients427752453
Assets per client$1.1M$670K$992K
Clients per advisor7184113
Main custodianSchwabSchwabSchwab
Filing with the SEC since201420192016
Tools in their stack443
People on Advicer.bio885

From each firm's latest Form ADV (Feb 2026, Jun 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

2 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCoign Capital Advisors LLCDentist AdvisorsQuaker Wealth Management LLC
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Client File Sharing
Box–Uses it–
Custodial Platform
Charles SchwabUses itUses itUses it
Financial Planning
eMoneyUses itUses itUses it
Planning Light
AdvyzonUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Coign Capital Advisors LLC: Schwab · Dentist Advisors: Schwab · Quaker Wealth Management LLC: Schwab